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3355 Cochran Street Suite 101, Simi Valley, CA 93063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-23 |
| NC | RA | APPROVED | 2023-10-23 |
Branch Locations
3355 Cochran Street Suite 101, Simi Valley, CA 93063 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Charlotte | NC | 12/2007 | 02/2022 |
| Principal Life Insurance | Charlotte | NC | 02/2022 | 07/2022 |
| Principal Securities | Charlotte | NC | 02/2022 | 07/2022 |
| Ascensus Broker Dealer Services, Llc | Charlotte | NC | 07/2022 | 07/2023 |
| Monarch Plan Advisors | Charlotte | NC | 08/2023 | Present |
RONALD HALL not investment-related private residence in Charlotte, NC consulting Sole Proprietor since 2008 1 to 2 hours per month 0 hours during trading provide 401(k) consulting to an individual business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-13 |
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